New York Series 65 Associate

Job Summary

A company is looking for an Investor Research & Outreach Associate.

Key Responsibilities:

• Identify and research prospective limited partners (LPs)
• Build and maintain a CRM/database of investor targets
• Draft and customize email outreach templates and coordinate outreach campaigns

Required Qualifications:

• 2+ years of experience in investor relations, capital raising, or alternative investments
• Strong understanding of the institutional investor landscape
• Experience with CRM tools (e.g., Affinity, HubSpot, Salesforce)
• Series 65 license
• Experience working with RIAs or hedge funds preferred